Single click on a highlighted record to open the related document for viewing.

The grid also displays line items by color so that you can easily see the status of each document.

• Red = An Error.  When a record turns red it could mean that the file that was attached to the record has been moved or re-named.  You can use the Orphan Documents screen to fix these records.  If the red record is an ECF document, look in the details sections to the right to see why the error occurred.

• Blue = Unread documents.  There is a 4-second wait before the blue changes to black.  You can use this feature to easily identify records that you have looked at and those you have not.

• Black = Read documents.

Mark as Read/Unread

To reset a document to “Read” (blue) or Unread (black):

1. To mark one document as read/unread, right click on the highlighted record and select ‘Mark as Unread’ or ‘Mark as Read’.

2. You can also mark all of the documents in the selected view as read/unread by right clicking on a highlighted record and selecting ‘Mark all as Read’ or ‘Mark all as Unread’ via the drop-down menu.

Understanding the Grid Columns

The columns in the grid display high-level information about the records shown in the view.  These columns can be re-ordered to your preference and will remain in that set order until changed.

To Sort Columns:

1. Point to the column with the mouse and you will see the cursor change to a down-arrow symbol.
2. Double click on the header to set the sort order by that column.  The example below is sorted by Docket Number.

The columns in the grid include:

•  – This checkbox allows you to select a specific document.  Selecting a document makes it available to be pulled into the Selected View.  Use your mouse to click in this column or right click on your mouse and select the option ‘Select All’ or ‘Un-select All’ to add a checkmark.
•  – The second column shows the document status.  There are five results that may be displayed:
  •  – If there is a document showing, it means that there is a document attached to the record.  You can view the document by single clicking on the record or by selecting ‘Open’ from the toolbar above the Document File Properties section of the Document Management screen in the right-hand screen pane (adjacent to the grid).
  •  – indicates that there is an error and the document could not be found.  You will also see a list of these documents in the Orphan Documents screen.  These items will always show in red.  Refer to the page in this Help File, Orphaned Documents, for more information about handling these records.
  •  – indicates that the current record is a URL link to the document at the court.  This can happen when a document could not be downloaded from the court.
  • ? –  This symbol will only be displayed if you are using Trustee Suite’s ECF downloading feature.  It indicates that you received a URL link from the court, but the link did not point to any document at the time ECF Fetch tried to download the file.  This will also be accompanied by the word “ERROR:” somewhere in the comments field.
  •  – If the column is blank, there is no document associated with the record.
• # – The Document number as assigned by the court.
• Case # – This displays the case number to which the line item belongs.
• Document Title – the title the user has given the document.
• Source – where the document came from (i.e., ECF, WP (word processor), CaseLink or Other).
• Sub-Folder – the document’s sub-folder selected from the ‘All Sub-Folders’ link drop-down menu (‘-All-‘, ‘-Empty-‘, ‘ASSET-IMPORT’, ‘ASSETS’, ‘BANK STATEMENT’, ‘CHECK IMAGE’, ‘CLOSING DOCS’, ‘PETITION DOCS’ or ‘TAX RELATED’).
• Category – a user-defined field.  You can add new categories to the list by typing the new category into the field.  If a category is not being used with a record, it will be removed from the category drop-down list.
• Date Columns – The grid will always show two date columns, but these can vary between the Views.
• Date Added – Every view will show the Date Added column.  This is the date and time the document was saved into Document Management.
• File Type – the document type (‘Adobe Acrobat Document’, ‘Internal Resource’, ‘-No File-‘ (if no document is attached to the file), ‘Compressed (zipped) Folder’ or ‘Outlook Item’.
• 341(a) Date – This will only show in the 341(a) View.  It is the 341(a) date of the case for which the record is associated.
• Filing Date – This is the filing date of the document at the court.  It is only populated in the column if you are using Trustee Suite’s ECF downloading feature.  This date is pulled from the ECF emails that the court sends.  If you are receiving Summary emails you will not be able to get this date in Document Management.

Right-Click Menu in Grid

To quickly update records in the grid, you can use the ‘right-click’ context menu.  The menu will be disabled when you are in ‘Edit’ mode.

• Edit – allows you to update the Document Management information for the record you have highlighted.
• Open – opens the current document for viewing.
• Print – prints a copy of the document on which you are highlighted.
• Copy to Clipboard – saves the file path of the current document to the clipboard for easy ECF filing.  All you need to do is select this button, then go to the court to file your document.  When you are prompted to find the location of the document you are filing, simply click on ‘Ctrl+V’ and the location will automatically be pasted in the field provided.
• Delete Document – deletes the current document from Document Management.
• Mark as Read/Unread – Click on this option to reset the ‘read’ status of a document.  Marking as ‘read’ will change the record’s color to black while marking as ‘unread’ will change the color to blue.
• Mark All as Read – Select this option when you want to change all of your records in the grid to read (displayed blue).
• Mark All as Unread – Select this option when you want to change all of your records in the grid to unread (displayed black).
• Select All – Click on this option to add the checkmark in the Selected column of the grid for all of the records in the current view.
• Un-select All – Click on this option to un-check the checkmark in the Selected column of the grid for all of the records in the current view.
• Set Grid Layout to Default – If you have customized the order of your columns in the grid or included a sort on one of the columns, clicking on this option will reset the entire gird to the default values.